KB ID # 162 - What determines when a job shows up on a billing report?

KB162

What determines when a job shows up on a billing report?

Answer / Solution

Job Status at Which to Bill

Overview

The normal behavior of InfraWare 360 is to only consider "Complete" jobs when applying a Billing Model to run a Billing Report. In some cases, the customer might want to modify that behavior because they are entitled to bill for a job after transcription - even if the job is pending QA or pending eSign-off.

Solution

This behavior is controlled on a per-facility basis in the InfraWare Management Console (IMC). Edit facility settings by clicking Administration, then clicking on the name of a facility. Scroll down to the option labeled: 'Job Status at which to bill' in the Billing section.

There are three options:

Complete
QA Pending
eSign-off Pending

QA and eSign-off are optional workflow steps, so they will not apply to all jobs. The idea with this setting is that so long as a job gets to "at least" the status selected here, it will qualify to be considered for a billing report.
Note: if the 'Job Status at which to Bill' is changed, the status change will only be calculated on jobs that have not already reached the previous setting.

In addition, this feature also affects the TAT report. The TAT calculation is based on when the platform considers the job to be complete based on the "Job status at which to Bill" setting for that facility.

Related KBs

	How do Billing Models work? Billing Models Explained
	When are jobs finished for purposes of the TAT Report? Turn-around Time Report
	How do you create a Unit Definition for Billing or Pay? How to create a Unit Definition for a Billing or Pay Model
	Can I override the Turn-around Time (TAT) reported by the platform? TAT override
	At what status does the TAT calculation stop for a job? TAT Calculation for a Job

Direct Link to This KB

http://kb.infraware.com//KB/?f=162

Last Updated

Tuesday, December 8, 2015

Tags

QA status billing bill TAT KB162